Seasonal Tax Associate - Team; Hybrid

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with a focus on enriching the lives of clients. We provide personalized financial planning through our team-based Roundtable and Uni Fi processes, serving over 80,000 households from more than 140 offices nationwide.

Since 1997, Wealth Enhancement has raised the standard of wealth management with specialized knowledge and attentive service that helps clients craft their futures. For more information, please visit

Our Clackamas, OR office is hiring a Seasonal Tax Associate to support the Advisor Team in delivering tax compliance and advisory services to Individual and Business clients within a high-net-worth team at Wealth Enhancement Group (WEG). The Tax Associate works directly with advisory team members, clients, and internal teams to ensure accurate tax compliance. The role is seasonal from January to April 2026, with the potential for a hybrid schedule.

In the spirit of pay transparency, the hourly pay range for this seasonal position (January through April) is $33.00 to $38.00 per hour. We encourage applicants to share compensation expectations during the process.

Tax Preparation & Planning

• Prepare and review proforma and finalized tax returns under the guidance of experienced tax professionals. Client types may include individuals, trusts, estates, partnerships, S and C corporations.
• Assist in the preparation of amended tax returns.
• Support the review and response process for tax notices.
• Contribute to the development of tax projections.
• Assist in tax planning projects by analyzing financial data and identifying opportunities to reduce tax liabilities and enhance tax efficiency.
• Collaborate with WEG Financial Advisors and clients to gather necessary tax information.
• Support the WETCS quality assurance process to ensure accuracy and compliance.

Tax Research and Analysis

• Conduct research on tax issues relevant to specific client scenarios.
• Assist in interpreting and applying tax laws and regulations.
• Stay informed on updates and changes in tax legislation and regulatory guidance.
• Maintain up-to-date knowledge of tax compliance requirements and best practices.

Team Collaboration

• Participate in organizational improvement initiatives.
• Collaborate with team members to enhance effectiveness, productivity, and team satisfaction.
• Share knowledge and provide support to peers as appropriate.
• Contribute to a positive, inclusive, and engaging team culture.

Education/Qualifications

• High School diploma or GED equivalent
• Minimum of 1 year of experience in tax accounting, or a degree with a concentration in tax accounting or taxation
• Active Oregon Licensed Tax Preparer (LTP) credential issued by the Oregon Board of Tax Practitioners.
• Foundational understanding of federal and state tax laws and compliance
• Strong financial and analytical skills
• Excellent verbal and written communication abilities
• Proficient in Microsoft Excel and professional tax software (preferably Drake)
• Detail-oriented, collaborative, and solution-focused
• Strong desire to grow into an outstanding tax professional

Note:

The following information includes pay and compliance statements applicable to this role. WeG hires employees and makes decisions about salary qualifications based on role, education, experience, qualifications, skills, credentials, tenure, cost-of-living, and market demand. For compliance with state pay transparency laws, the entire salary grade for those classified at the Career level is $67,500.00 to $97,600.00. The base salary range above is the starting range for this position.

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Our benefits aim to balance health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits and development opportunities:

• Training and professional development
• 401k – with match and profit sharing
• Wellness programs and resources
• Worker's compensation

Should you need reasonable accommodation when completing the application or during the selection process, contact the Human Resources Department at .

Information provided on this application will be…